Your whole book of business. One list.
Every contact you have, in one searchable place. Sortable by name, by last activity, by created date. Filter by tag, by smart list, by anything you put on a contact. Type a name in the search box and you are there.
Click any row. That's the contact. That's where the rest of this walkthrough lives.
Three panels. One prospect. The structure that holds the chaos.
Open any contact and you land here. Read it left to right.
Left tells you who they are. Middle tells you what's been said. Right is where you act. Learn that and the rest of this walkthrough is just buttons.
This is the end of the notepad.
Right rail, the icon labeled Tasks. I used to do this with a yellow legal pad on my desk. So did you, probably. It worked until it didn't.
Every callback, every follow-up, every promise you made to call someone back lives on the contact, not on a sticky note. You will never wake up wondering who you forgot to call.
Title it. Set the due date. Done.
That's the whole thing. Title, Due date and time, save. Description is optional. Assign-to defaults to you. The contact is already linked because you opened it from inside the contact.
Tomorrow morning the system tells you who needs a call. The day after, again. You stop being the task list. The task list is the task list.
Pick up where you left off. Every time.
Right rail, Notes. Every conversation has notes. What you talked about. What they cared about. What you promised. Their daughter's name. The carrier they were stuck on.
Next time you call them you do not start cold. You pick up where you left off. They notice.
Two minutes after the call. Write what was said.
Title the note so you can find it later (the topic, not the date). Description is the substance. Two or three sentences is plenty. Color tag if you want to flag it.
The next call, the next agent who picks up the file, the renewal three years from now, they all start informed instead of starting over.
Every signed application. On the contact. One click.
Right rail, Documents. Drag and drop, or click. PDF, image, scan, screenshot. It lands on the contact and stays there.
Every signed application. Every SOA. Every quote you ran. Every doc-on-file the carrier sends back. Renewal time, audit time, callback time, you never search high and low for a client's paperwork again. You open the contact. It's there.
Email from inside the contact. Signature, attachments, history. All here.
Compose right on the record. Your signature loads automatically. Their email is already in the To field. Documents from their contact record are one tap away as attachments.
Hit send and the conversation goes on the timeline, in the middle panel from step 2. You never have to remember what you sent or when. Six months later, the next agent opens the contact and sees the same record you do.
That's the contact view. One prospect. One place.
Tasks, notes, documents, and email all live with the prospect they belong to.
The contact remembers what you said. So you can stop trying to.